Visa shares owned by Delap Wealth Advisory
Historical chart of Delap Wealth Advisory investment in Visa
Tip: Access up to 7 years of quarterly data
All positions including Visa held by Delap Wealth Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Visa by Delap Wealth Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $280k | 805 | 347.62 |
| 2025-06-30 | $277k | 780 | 355.11 |
| 2025-03-31 | $270k | 769 | 350.66 |
| 2024-12-31 | $327k | 1.0k | 316.16 |
| 2024-09-30 | $214k | 778 | 275.11 |
| 2024-06-30 | $251k | 958 | 262.34 |
| 2024-03-31 | $901k | 3.2k | 279.05 |
| 2023-12-31 | $423k | 1.6k | 260.31 |
| 2023-03-31 | $387k | 1.7k | 225.43 |
| 2022-12-31 | $217k | 1.0k | 207.76 |